Report cover image

Impact of 2025 U.S. Tariffs and Export Restrictions on the HPC and AI Infrastructure Markets

Publisher IDC
Published May 12, 2025
Length 5 Pages
SKU # IDC20031101

Description

This IDC Market Note highlights the impact of recent U.S. tariffs on the HPC and AI infrastructure markets. The 2025 U.S. tariffs are exerting significant pressure on the HPC and AI infrastructure markets. Vendors across the ecosystem are encountering increased costs, supply chain disruptions, and pricing challenges. In response, many are restructuring their supply chains, renegotiating vendor contracts, and adjusting pricing strategies to protect margins and ensure the continuity of AI product delivery. This IDC Market Note highlights some responses made by the vendor categories in the performance-intensive computing market.

Table of Contents

5 Pages

Executive Snapshot

In This Market Note

IDC’s Point of View

Impact on Server and Storage Manufacturers

Impact on Semiconductor Manufacturers

Learn More

Related Research

Synopsis

Search Inside Report

Pricing

Currency Rates
How Do Licenses Work?

How Do Licenses Work?

The primary function of a report license is to define how many people within a company are authorized to use the purchased report. This is separate to how a report might be delivered. Unless specifically identified otherwise, the purchase option is Single User. Below is a helpful description of that license, along with a sampling of others most commonly offered.

  • This license allows only one user to have access to and to use/read the report. It is not one user at a time or one user group; it is an individual who will be reading and utilizing the report.

  • This license allows for the entire purchasing company to read and use the report. This is the license level that would allow for a report to be placed on an internal company shared drive for access by all employees of that direct company. This license does not extend to parent or sister company use.

  • This license is designed to allow an entire department within a company full access to a report. The departmental license is a great option for companies that have more than one location and the department is spread out all over the country/world

  • This license is for companies that have one location where they want the report to be accessible by all employees within that physical location.

  • This is the most flexible of the licensing options. Some publishers will allow you to get a license for a preset number of people (typically 5). These licenses are ideal for small work groups.

License options are at the discretion of each publisher. As such, not all licenses indicated above are available for every product. If you are uncertain of the best license for your needs or would like a license that is not proactively available, please contact us and we will be happy to assist.

Head shot

Questions or Comments?

Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.
Chat Now
Contact Us